This role sits within a team which forms part of the wider Affinities Specialty Department.
It is a fast-paced, high energy, fun & friendly team.
The team has underwriting authority across several Arachas Commercial Insurance Schemes.
The Account Executive will share the management of an existing book of business including advising clients, inviting & securing renewals, as well as processing midterm alterations.
Key Details
Geographical Location:
Sandyford
Reports To:
Team Leader
Key Internal Relationships:
MD of Affinities, Head of Operations, Team Leads, Team Members
Key External Relationships:
Client Relationships & Insurer Relationships
Role Accountabilities and Core Responsibilities
Sales and Activity Management
Responsible for Client insurance requirements
Renewals
Ensuring renewals are invited in line with agreed protocols and procedures
Contributing to the achievement of the team's monthly retention targets
Binding Cover and issuing policy documentation
Invoicing and premium collection
Mid Term Adjustments
Obtaining and offering quotations for midterm adjustments
Invoicing and premium collection
New Business
Assisting the Affinity Lines Sales Team by providing quotations in a timely manner and assisting with any queries in respect of premiums and covers
Keep client records complete, accurate and up to date
Deal with incoming & outgoing calls and queries between clients and insurers
Ensure policies are ordered, paid for and issued in a timely manner
Customer Relationship Management
Build effective working relationships with both new and existing customers by establishing trust, anticipating needs, sharing information and meeting commitments
Deal with any issues that customers may have with their policies
Assist Compliance in dealing with complaints
Customer Service
Take personal responsibility for delivering the highest level of accuracy and quality in your work
Deal with requests and enquiries from customers, staff and management in a professional and timely manner and ensure that the complaint management standards and procedures are applied
Demonstrate promptness, dependability, and commitment in dealing with customers
Team Collaboration
Contribute to the team by sharing information, ideas and opinions
Build good working relationships, collaborate with other teams and treat others in a fair and respectful way
Assist other team members in completing their work when required
Cross department flexibility required
Compliance
Ensure that all accounts are handled in line with compliance requirements
Administer accounts in line with agreed policies and procedures
Requirements
Minimum APA (Personal & Commercial) working towards CIP
Candiate must demonstrate the ability to work in a team environment
Strong communication skills are essential
Possess a positive, can-do attitude with the ability to adapt to and embrace change
Attention to detail
Possess the ability to manage deadlines & prioritise workload
Contribute to positive team morale
A good degree of personal organisation and a structured approach to time and resource management
Person Specification
Previous Open I experience preferable but not essential
Proficient in Outlook, Word & Excel
Friendly and assertive manner on the phone
Ability to develop relationships with insurers and clients
Willingness to learn & develop
Strong work ethic
Commitment to ongoing professional development
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